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ISHARES TR
ISHARES TR. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 279 Institutional holders with a total value of $2,967,545,836.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 IBERIABANK CORP 4 327 0.00%
2 Camarda Financial Advisors, LLC 28 2,000 0.00%
3 FIRST NATIONAL BANK SIOUX FALLS 19 2,000 0.00%
4 REILLY FINANCIAL ADVISORS, LLC 33 3,000 0.00%
5 TRUST CO OF VERMONT 50 4,000 0.00%
6 Gemmer Asset Management LLC 47 4,000 0.00%
7 Transamerica Financial Advisors, LLC 64 6,000 0.00%
8 PACIFIC FINANCIAL GROUP INC 64 6,000 0.00%
9 B. Riley Wealth Management, Inc. 89 7,000 0.00%
10 WASHINGTON TRUST BANK 79 7,000 0.00%
11 Kistler-Tiffany Companies, LLC 74 7,000 0.00%
12 THOMPSON DAVIS & CO., INC. 81 7,000 0.00%
13 BRAVE ASSET MANAGEMENT INC 90 8,000 0.00%
14 MEEDER ASSET MANAGEMENT INC 97 9,000 0.00%
15 Cordasco Financial Network 109 10,000 0.00%
16 SIGNATUREFD, LLC 120 11,000 0.00%
17 HOWE & RUSLING INC 140 12,000 0.00%
18 American Research & Management Co. 142 13,000 0.00%
19 First City Capital Management, Inc. 156 13,783 0.00%
20 Madden Advisory Services, Inc. 206 18,000 0.00%
21 Focused Wealth Management, Inc 204 18,000 0.00%
22 St. Johns Investment Management Company, LLC 200 18,000 0.00%
23 Winslow, Evans & Crocker, Inc. 210 18,554 0.00%
24 CITY HOLDING CO 230 20,000 0.00%
25 Vantage Investment Advisors, LLC 227 20,000 0.00%
26 SECURITY NATIONAL TRUST CO 228 20,000 0.00%
27 DELTA ASSET MANAGEMENT LLC/TN 290 26,000 0.00%
28 Financial Architects, Inc 300 27,000 0.00%
29 ALLIANCEBERNSTEIN L.P. 300 27,000 0.00%
30 Winfield Associates, Inc. 300 27,000 0.00%
31 FARMERS & MERCHANTS INVESTMENTS INC 345 30,000 0.00%
32 OPTIMUM INVESTMENT ADVISORS 345 32,000 0.00%
33 SHAPIRO ROBERT N 430 38,000 0.00%
34 LBA Wealth Management, LLC 570 50,000 0.00%
35 Evercore Wealth Management, LLC 593 52,000 0.00%
36 ENTERPRISE FINANCIAL SERVICES CORP 637 56,000 0.00%
37 PRIVATE TRUST CO NA 661 58,000 0.00%
38 LAZARD ASSET MANAGEMENT LLC 700 61,000 0.00%
39 Archford Capital Strategies, LLC 786 69,000 0.00%
40 KINGS POINT CAPITAL MANAGEMENT 794 70,000 0.00%
41 QCI ASSET MANAGEMENT INC/NY 851 75,000 0.00%
42 Johnson Financial Group, Inc. 850 75,000 0.00%
43 Private Ocean, LLC 880 78,000 0.00%
44 DUNCKER STREETT & CO INC 895 79,000 0.00%
45 MassMutual Private Wealth & Trust, FSB 903 79,780 0.00%
46 EMERSON INVESTMENT MANAGEMENT, LLC 918 81,000 0.00%
47 FIRST FINANCIAL CORP /IN/ 979 86,000 0.00%
48 Sandy Spring Bank 1,020 90,000 0.00%
49 Capital Advisors, Ltd. LLC 1,103 97,000 0.00%
50 ROCKEFELLER FINANCIAL SERVICES INC 1,200 106,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.